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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Filtering Records
The row beneath the column headings is the Filter Row.
- You can filter any grid in the CRM by typing in filter text here.
- You can apply filters to more than one column at a time.
- When a filter is applied, a tiny red “filter” icon appears at the left hand side. This can be used to quickly clear all filters.
The first icon on the left hand side allows you to choose the Type of filter.
The exact filter types depend on the field type, for example, text-based fields have options like “Starts With” and “Contains” – date fields have filters like “On, Before, The Month, Last month”.
You can also filter records with Advanced Filters.
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